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In this tutorial we look at the Opening of a New Service Job.

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When we choose the “New Function”, then the System offers a list of Service Job Types available in the System. The moment we select the Type we want to Open, the Job is done because when we select that Option then the Job is Open.

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The Job is already Open now and it is by no means essential to select and Expiry Date for the Quote, but if we are producing a Quote on this particular Service Job, then of course we select the Expiry Date.

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We can of course now continue to work with this Service Job because it is already Open.

Now I am just going to SAVE it and then go to the Current Jobs where this Job will now appear and then attach the Customer Directive. We can of course do it right here now. The aim is to show how we select any Service Job from the Current List and then we can do any further Actions on this Service Job.

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Now we will select an existing Customer Directive and attach it to this Service Job. The Customer Directive also includes a CRM on this Service Job.

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Now we have a Service Job that we can work with. Now or later.